Executive Financial Planner

Standard Bank Group; Soweto; On-site; ZAR 500,000 - 700,000; Full time

Job summary

A leading financial institution in South Africa is seeking a Financial Advisor to provide tailored financial and estate planning advice to clients. The ideal candidate will have NQF level 7 qualifications and 3-5 years of experience in a sales environment, specifically in banking and insurance. Strong financial acumen and the ability to work independently are essential for this role.

Qualifications

• NQF level 7 Qualification (Advanced Diploma OR Degree).
• 120 credits or Qualification aligned with FAIS and FSCA requirements.
• RE 5: Representatives.

Responsibilities

• Provide financial and estate planning advice to clients.
• Address complex financial needs of clients.
• Work independently without supervision.

Skills

Financial Acumen

Financial Analysis

Interpreting Financial Statements

Legal Compliance

Education

NQF level 7 Qualification

Job description

Job Description

To provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e., Private Banking Signature, Premium, Growth, and Commercial Banking) to address their complex financial needs.

Qualifications

Minimum Qualification

• NQF level 7 Qualification (Advanced Diploma OR Degree)
• 120 credits or Qualification aligned with FAIS and FSCA requirements
• RE 5: Representatives

Experience

• 3-5 years' experience in a sales environment, specifically in intermediary services for banking and insurance categories.
• Understanding of Long Term insurance products
• Knowledge of the bank's products, processes, and systems
• No supervision required

Additional Information

Technical Competencies:

• Financial Acumen
• Financial Analysis
• Financial Industry Regulatory Framework
• Financial Planning
• Interpreting Financial Statements
• Legal Compliance

Careers

Are you passionate about Africa's potential? Driven to succeed? At Standard Bank Group, over 50,000 dedicated individuals share a common purpose: Africa is our home, and we drive her growth. We believe our people are our greatest asset and aim to create a thriving environment where you can bring your whole self to work, pursue your dreams, and shape a brighter future for Africa. Join us if you're ready to turn your passion into impact and make a real difference as part of a dynamic team.